My husband, Matt, and I have lived and worked in the Central Michigan area all our lives. We couldn't think of a better community to be a part of and raise children in. I earned both a bachelor’s degree (1988) and MBA (1995) from Central Michigan University (Go Chips). I hold my CERTIFIED FINANCIAL PLANNER™ certification, my series 7 and series 66 registrations, and I am licensed to sell life and health insurance in Michigan.

As an Edward Jones financial advisor, I am able to do the two things I enjoy, working with numbers and working with people! I believe it’s important to first understand what is important to you and what your goals are before I offer investment advice. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

I joined Edward Jones in 2009. Prior to that, I was a small business consultant and plant manager in the manufacturing industry. I became a limited partner with Edward Jones in 2016.

I have served the firm as a recruiting leader, field trainer, women and diverse inclusion leader and, most recently, as a mentor. I am an active member of the community both as a prior board member and through various volunteer roles.

My senior branch office administrator, Tracy White-Thornton, has over 20 years of experience in the financial industry and is dedicated to providing you with the highest level of service possible. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Running
  • Outdoor Enthusiast
  • Hockey
  • Baking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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